Michael J. Puzo’s Wells Fargo WFC Stock Holding History

Michael J. Puzo’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$401K	Hold	5,000	–	–	0.11%	53
2025 Q1	$359K	Hold	5,000	–	–	0.1%	56
2024 Q4	$351K	Hold	5,000	–	–	0.1%	56
2024 Q3	$282K	Hold	5,000	–	–	0.07%	69
2024 Q2	$297K	Hold	5,000	–	–	0.08%	65
2024 Q1	$290K	Hold	5,000	–	–	0.08%	69
2023 Q4	$246K	Hold	5,000	–	–	0.08%	70
2023 Q3	$204K	Hold	5,000	–	–	0.07%	74
2023 Q2	$213K	Buy	+5,000	New	+$213K	0.07%	76
2023 Q1	–	Sell	-5,000	Closed	-$206K	–	78
2022 Q4	$206K	Hold	5,000	–	–	0.07%	75
2022 Q3	$201K	Buy	+5,000	New	+$201K	0.08%	73
2022 Q2	–	Sell	-5,000	Closed	-$242K	–	76
2022 Q1	$242K	Hold	5,000	–	–	0.07%	76
2021 Q4	$240K	Hold	5,000	–	–	0.07%	75
2021 Q3	$232K	Hold	5,000	–	–	0.07%	71
2021 Q2	$226K	Buy	+5,000	New	+$226K	0.07%	72
2020 Q1	–	Sell	-6,300	Closed	-$339K	–	80
2019 Q4	$339K	Sell	6,300 -200	-3%	-$10.8K	0.12%	66
2019 Q3	$328K	Hold	6,500	–	–	0.12%	68
2019 Q2	$308K	Sell	6,500 -500	-7%	-$23.7K	0.11%	71
2019 Q1	$338K	Sell	7,000 -1,500	-18%	-$72.4K	0.13%	63
2018 Q4	$392K	Hold	8,500	–	–	0.17%	60
2018 Q3	$447K	Sell	8,500 -250	-3%	-$13.1K	0.17%	64
2018 Q2	$485K	Sell	8,750 -250	-3%	-$13.9K	0.21%	59
2018 Q1	$472K	Sell	9,000 -1,000	-10%	-$52.4K	0.2%	64
2017 Q4	$607K	Hold	10,000	–	–	0.25%	57
2017 Q3	$551K	Sell	10,000 -1,000	-9%	-$55.1K	0.29%	55
2017 Q2	$610K	Sell	11,000 -1,000	-8%	-$55.5K	0.33%	53
2017 Q1	$668K	Sell	12,000 -1,368	-10%	-$76.2K	0.37%	54
2016 Q4	$736K	Sell	13,368 -850	-6%	-$46.8K	0.43%	50
2016 Q3	$629K	Sell	14,218 -500	-3%	-$22.1K	0.36%	55
2016 Q2	$697K	Hold	14,718	–	–	0.46%	52
2016 Q1	$711K	Hold	14,718	–	–	0.47%	51
2015 Q4	$800K	Sell	14,718 -1,610	-10%	-$87.5K	0.56%	49
2015 Q3	$838K	Hold	16,328	–	–	0.6%	46
2015 Q2	$919K	Sell	16,328 -1,000	-6%	-$56.3K	0.59%	45
2015 Q1	$942K	Hold	17,328	–	–	0.6%	46
2014 Q4	$949K	Buy	17,328 +510	+3%	+$27.9K	0.62%	45
2014 Q3	$872K	Buy	16,818 +850	+5%	+$44.1K	0.6%	47
2014 Q2	$839K	Sell	15,968 -1,000	-6%	-$52.5K	0.58%	47
2014 Q1	$844K	Sell	16,968 -1,000	-6%	-$49.7K	0.61%	47
2013 Q4	$816K	Sell	17,968 -1,000	-5%	-$45.4K	0.6%	48
2013 Q3	$784K	Sell	18,968 -1,000	-5%	-$41.3K	0.66%	43
2013 Q2	$824K	Buy	+19,968	New	+$824K	0.72%	40